This conversation discusses celebrity financial mistakes and the importance of estate planning, financial literacy, tax planning, and working with a financial advisor.  In this conversation, Logan Marcus discusses estate taxes and measures such as utilizing trusts to minimize tax liabilities. She also explores strategies for protecting against long-term care costs, including investing money in a way that allows for easy access in case of need. The importance of comprehensive retirement planning is emphasized, with a focus on factors such as risk tolerance, social security, and lifetime income strategies.

You can reach Logan by calling 800-874-8380.

Alpha Omega Wealth

See omnystudio.com/listener for privacy information.